Create a More Satisfying Life!

Personal Coaching— Online Classes— Workshops

Jerry Bergner is a teacher, trainer, problem solver and brainstorming junkie who loves to coach people both personally and professionally as demonstrated in his financial management career over the past 22 years.

Jerry lives his life according to this program. He’s been a financial planner for many years, and upon discovering the book, If Your Life Were a Business, Would You Invest In It?, John Eckblad and David Kiel, McGraw Hill in 2007, he invested hundreds of hours into refining the program and the workshop–with the full consent of the authors.  If you are serious about investing in your life as if it were a well run business, then Jerry will accelerate your efforts though his effective and life-changing course and personal coaching methodology.


Personal Coaching

I guide individuals and team members in creating purpose-driven lives that are worth investing in. Through my interactive workshops and coaching, I can help you create a realistic and comprehensive life plan that focus your time, talents, energy, and money in the areas that bring you the most satisfaction and reward.

The foundation of our work is to ensure that your goals are aligned with what is most important to you, what are the most satisfying areas in which you can spend your time,and what activities provide you with the most gratification. Once these basics are understood, and agreed upon, the coaching process can proceed in a more streamlined and intentional manner.

Online Class

“If Your Life Were a Business, Would YOU Invest In It? “

Create a more satisfying life through this 8-week online course!   You don’t need to choose between Financial Security or The Life You Really Want! You Can Have Both!

What is “Life Business”  course ?

The “Life Business”  course is an eight-step online course that helps you to discover your real values, passions, purposes, and helps you create the vision for your ultimate life in a workbook you can always refer to after the class is over.

Click below to learn more about this exciting course that has a reputation for changing course participants lives.

You can start the first module for free to test-drive this course.

Workshop in Durham, NC

“If Your Life were a Business, Would YOU Invest in It?” 

Register for the next 1-Day live class before all seats are taken!  Here’s the details:

  • Instructor:  Jerry Bergner, Coach and Financial Planner
  • Location:     Durham, NC (Sutton Station)
  • Date & Time:  02/03/2020  8:30 AM – 5:00 PM
  • Full Day Tuition:  $150 (Coffee, snacks, Lunch, and your own personal workbook included)
  • Registration is required: Class Information and registration
  • I am happy to organize a class for you and or your group.
    • The suggested size is 5-8 participants. 
    • It is an all day class and would run from 9 am start time to around 4:30 – 5:00 pm
    • Feel free to contact me to discuss creating a class for you.

Add your name to the waiting list for the next live class in Durham! Let the journey begin!

This 8-Lesson Workshop will encourage you to evaluate your life.  Did the use of your time, energy, and money this past year bring you happiness?  Open up new possibilities by discovering your purpose and values, and then design the next chapter of your life.